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Ruffer provides investment management services for institutions, pension funds, charities, financial planners and individual investors.
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London
Ruffer LLP
80 Victoria Street
London SW1E 5JL
Paris
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Edinburgh
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET

All articles

From reduction to removal
March 2022: Tim Kruger is the guest author in this year’s Ruffer Review. In this episode, we discuss his article which draws on his work in the field of carbon extraction and its role in the energy transition.
Turbulence ahead
February 2022: Volatility (turbulence for the sake of this metaphor) will be the key challenge for investors in 2022. Loose financial conditions have added an extra hundred knots to markets over the past two years and autopilot has worked just fine. But not all turbulence is the same.
Ruffer round up Q4 21
January 2022: Investment Director Matt Smith looks ahead to 2022, we briefly review the investments which worked well (and those that didn’t) and assess the opportunities and challenges arising from the return of economic, market and inflation volatility.
Re-imagining the art of portfolio construction
November 2021: They say it takes 66 days to make a habit, and just a minute to break it. Most investors have been constructing portfolios the same way for 10, 20 or 30 years – building the habit of a lifetime. But a new market regime demands a change to the art of portfolio construction.
Ruffer round up Q3 21
October 2021: A brief round up where we look at how recent events impacted markets and Ruffer portfolios, and what investors have learned as we move into the fourth quarter.
Inflation – great expectations
July 2021: Inflation is back, but for how long? Bertie Dannatt joins Ruffer Radio to discuss how markets are digesting the return of inflation, and what rising prices mean for consumers and investors alike.
Goodbye Mr Bond
June 2021: For over 40 years, bond investors have been handsomely rewarded. Inflation was exiled after the 1970s and interest rates have marched down the hill ever since. Barring the occasional hiccup along the way, bond prices have risen and delivered exceptional returns to their holders – especially during bouts of stress in equity markets.
Mind over matter?
April 2021: Andrew van Biljon and Lauren French offer their insights into the world of behavioural economics. What do these theories say about us as decision makers? What are their shortcomings? Can behavioural science make us better investors?
The Cazique. The conman
General Sir Gregor MacGregor orchestrated one of the most audacious scams in history – marvellous in its ambition and catastrophic in its consequences.
Techtonics
March 2021: From the green economy to the new Cold War, cyber Pearl Harbors to a reimagining of inflation and money itself – technological change has radical consequences for investors. We look at the key challenges and opportunities in the age of transformation.
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London
Ruffer LLP
80 Victoria Street
London SW1E 5JL
Paris
Ruffer S.A.
103 boulevard Haussmann
75008 Paris, France
New York
Ruffer LLC
300 Park Avenue
New York NY 10022
Edinburgh
Ruffer LLP
31 Charlotte Square
Edinburgh EH2 4ET